See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,534 | $180,028-59.7% | $138,135-47.5% | $158,922-54.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 24.82% | 21.68%+3.1pp | 20.51%+4.3pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,549 | $7,470-65.9% | $5,587-54.4% | $4,761-46.5% |
| Participant deferral / active EE | $7,239 | $7,717-6.2% | $6,431+12.6% | $5,982+21.0% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,246-99.8% |